October 2013

Use Your Money to Match Your Values Keep living like a college student while you build a solid financial foundation. By living below your means and not inflating your lifestyle as your salary grows, you will be able to reach your financial goals much faster. Try to keep your fixed costs as low as possible […]

I spent the weekend at the Financial Bloggers Conference (FinCon) in St. Louis and had a blast hanging out with other financial nerds like myself. The same weekend, the Financial Planning Association was hosting their National Conference (FPA Experience) in Orlando, and while I would have learned a ton from the content, it was the […]

Many millennials don’t associate insurance as part of their financial picture, but it’s an important piece of financial planning. We are so focused on saving, paying down debt, and investing, that we sometimes forget about protection planning. Please note: every person’s situation is different so it’s important to work with a comprehensive financial planner to […]

If you’re like most people, you’re missing out on valuable tax deductions or even free money because you’re not maximizing your company benefits. One of the biggest ways that I provide value to my clients is by going through their company benefits packages and making sure they are taking advantage of all of the great […]

About half of my clients are couples. They often ask me what they could improve with their finances. My suggestion: view “your money” as “our money” and start planning as a couple. I realize that you may have spent the last 10 years of your adult life as a single lady (cue: Beyoncé), and you […]

I'm Sophia! And I'm not your father's financial planner. I work virtually with clients across the country to help them navigate through big life changes and reach their goals. I'm also a foodie, a true crime junkie, and a lover of karaoke. Let's chat! Click here >>